🚀 Launch 40% off The Copilot Financial Controller — Complete Toolkit Bundle

The Copilot Financial Controller is a complete system for running month-end close through Microsoft 365 Copilot built for financial controllers, management accountants, finance managers and anyone accountable for the accuracy and timeliness of the close, across a single entity or a multi-entity group, who wants Copilot working with them, not just answering one-off questions.

This bundle gives you everything you need to set it up once and run it every close cycle:

📘 The Guide (Word document, 24 pages)

A complete playbook covering agent setup, your Controller Profile and Entity Keywords, full Agent Instructions, and 8 ready-to-run workflows from your Daily Close Briefing through to variance analysis, reconciliation support, board commentary and audit query response. Built multi-entity-native from the ground up, with a Single-Entity Fast Path if you only manage one company. Includes a 30-day implementation plan so you build the habit in stages, not all at once.

📋 The Prompt Library (plain text file)

Every prompt and instruction block from the guide, copy-paste ready no reformatting, no hunting through PDF pages

mid-close. Paste straight into Copilot.

📊 The Excel Toolkit (8-tab workbook)

The tracking system that sits alongside your Copilot prompts: Close Checklist Tracker, Variance Log, Reconciliation Tracker, Query Log and Board Pack Tracker, all feeding a live Dashboard with an entity filter, an auto-updating RAG banner and a status chart. Every materiality flag, RAG status and days-overdue count is a real formula, not a static template you fill in once and abandon.

Set it up in under 15 minutes. Use it for the life of the close every cycle, every entity.

What's Included

●     The Copilot Financial Controller guide (.pdf, 24 pages)

●     Full Agent Instructions copy-paste directly into Copilot

●     8 ready-to-run prompts: Daily Close Briefing, Close Checklist Assistant, Variance Analysis Assistant, Reconciliation Support Assistant, Board Commentary Drafter, Audit Query Assistant, Month-End Status Report, End-of-Close Review

●     Plain-text Prompt Library for fast copy-paste, plus 5 bonus recurring review formats

●     8-tab Excel Toolkit: Controller Profile, Close Checklist Tracker, Variance Log, Reconciliation Tracker, Query Log, Board Pack Tracker, live Dashboard, 30-Day Plan Tracker

●     Multi-entity-native throughout Entity and Intercompany Flag fields built in, with a documented Single-Entity Fast Path

●     Colour-coded, formula-driven automatic materiality flags, RAG status and overdue tracking

●     30-Day Implementation Plan to roll it out gradually

●     Instant digital download

Who This Is For

●     Financial controllers and management accountants

●     Finance managers responsible for month-end close

●     Group reporting and consolidation teams managing multiple entities

●     Anyone using Microsoft 365 Copilot who's responsible for variances, reconciliations, board commentary or audit queries

You don't need Copilot for Finance, a specific ERP, or a formal group reporting background just access to Microsoft 365 Copilot and a close to run.

Why a Bundle

The guide tells you what to ask Copilot. The Excel Toolkit is where the answers live the single source of truth you check Copilot's output against, and update after every prompt run. Buying them together means you're working from a matched pair from day one, rather than retrofitting a tracker to a system you've already set up.

FAQ

Do I need Copilot for Finance, or any special licence?

No just Microsoft 365 Copilot and the usual Microsoft 365 apps (Outlook, Teams, SharePoint/OneDrive, Excel). The guide explains exactly what access to grant your agent.

Will this work for more than one entity at a time?

Yes. The workbook and prompts are entity-aware throughout just add a row per entity in the Controller Profile and use the Entity Keyword(s) field to focus each prompt, or ask the agent to review all entities at once.

I only manage one entity — is this overkill?

No. Follow the Single-Entity Fast Path in the guide: complete one Controller Profile row, leave the Intercompany fields as they are, and everything works exactly the same. You're not paying for complexity you don't need.

Is the Excel Toolkit locked down / view-only?

No it's a fully editable workbook. Formulas are unprotected so you can adapt column names, add rows, or extend it to match how your organisation already works.

Do I need Excel, or does Google Sheets work?

Built and tested in Excel. Most formulas will work in Google Sheets after upload, but conditional formatting and the Dashboard chart may need minor rebuilding.

I already own The Copilot Project Manager is this different enough?

Yes. The Project Manager pack is built around project delivery actions, RAID, stakeholders and milestones. The Financial Controller pack is built specifically around the close cycle materiality-based variance flagging, reconciliation status, intercompany tracking and board commentary. Different tabs, different prompts, same underlying system if you want both.